Iron Horse Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Iron Horse Wealth Management’s Portfolio XYLD Stock Details XYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$583K	Sell	14,974 -721	-5%	-$27.6K	0.17%	27
2025 Q1	$620K	Sell	15,695 -1,515	-9%	-$62.9K	0.2%	25
2024 Q4	$721K	Sell	17,210 -24	-0.1%	-$1.01K	0.24%	22
2024 Q3	$715K	Buy	17,234 +1,470	+9%	+$59.9K	0.24%	21
2024 Q2	$637K	Sell	15,764 -820	-5%	-$33K	0.24%	20
2024 Q1	$676K	Sell	16,584 -6,482	-28%	-$260K	0.27%	17
2023 Q4	$910K	Sell	23,066 -48	-0.2%	-$1.87K	0.4%	17
2023 Q3	$899K	Sell	23,114 -2,727	-11%	-$110K	0.44%	18
2023 Q2	$1.06M	Sell	25,841 -161,787	-86%	-$6.58M	0.52%	17
2023 Q1	$7.6M	Buy	187,628 +10,962	+6%	+$442K	3.8%	12
2022 Q4	$6.96M	Buy	176,666 +111,058	+169%	+$4.42M	3.75%	12
2022 Q3	$2.5M	Sell	65,608 -105,149	-62%	-$4.45M	3.61%	13
2022 Q2	$7.29M	Buy	170,757 +14,848	+10%	+$679K	4.15%	11
2022 Q1	$7.72M	Buy	155,909 +16,112	+12%	+$787K	4.24%	10
2021 Q4	$7.06M	Buy	139,797 +33,655	+32%	+$1.69M	3.97%	13
2021 Q3	$5.15M	Buy	106,142 +9,434	+10%	+$465K	3.19%	14
2021 Q2	$4.74M	Buy	96,708 +43,705	+82%	+$2.11M	3.13%	14
2021 Q1	$2.54M	Buy	53,003 +4,512	+9%	+$212K	1.9%	16
2020 Q4	$2.25M	Buy	+48,491	New	+$2.21M	1.8%	16

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Iron Horse Wealth Management's XYLD Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 4.6% in Q2 2025, selling an estimated $27.6K and leaving 14,974 shares worth $583K. The position accounts for 0.17% of the portfolio, ranked #27.

Iron Horse Wealth Management first reported a position in XYLD in Q4 2020 and has held it in 19 quarters since. The position peaked at $7.72M in Q1 2022. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

Iron Horse Wealth Management held 14,974 shares of Global X S&P 500 Covered Call ETF worth $583K as of Q2 2025.
Iron Horse Wealth Management sold 721 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $27.6K.
Global X S&P 500 Covered Call ETF made up 0.17% of Iron Horse Wealth Management's portfolio in Q2 2025, its #27 holding.
Iron Horse Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $7.72M in Q1 2022.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.